Showing results by author "Duncan MacPherson" in All Categories

Practice management is often misunderstood. The Advisor Playbook will take the mystery away. Practice management is how you build an organized toolbox of all your processes - branding, marketing, service activities, core functions - and constantly tune and keep that toolbox efficient and effortless. It's a network of interrelated skills, processes and strategies that build value in a business while making it manageable, scalable, and ensuring the owner runs the business and not the other way around.

The Blue Square Method is a philosophy and process for the enlightened fee-for-service professional who is striving to grow on their own terms. Panoramic success requires continual refinement and optimization both personally and professionally. This actionable playbook is designed to put you on a predictable trajectory and ensure you never plateau.